In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...

Microsoft cuts 7,000 jobs to prioritize AI investments. Layoffs impact LinkedIn, Xbox, and global offices as company ...

The easing of tariff wars and resilient results reported by several companies has helped revive investor sentiment, driving notable recovery in the Magnificent 7 stocks – Alphab ...

Capital expenditure in local mining was down almost 10% in 2024, and profits decreased for a second consecutive year, falling ...

Microsoft reported its Q3 earnings on Wednesday, blowing analysts' estimates out of the water with massive revenue and ...

ASML leads in EUV tech with strong growth, deep moats, and solid returns despite export risks, making it key to AI. See why ...

Still, investors could be hypersensitive to Azure and the company's capital expenditure metrics. "Bottom-line, capex-heavy models like MSFT and ORCL (among others) may face rising investor ...

These concerns have not been fully justified: DeepSeek’s claims have been contested, with OpenAI saying it is likely that DeepSeek used ChatGPT’s proprietary models as part of ... is shown in Meta’s ...

With 2025 as potentially the year of AI inferencing, Red Hat is helping lead the way with contributions to the vLLM ...